Annex Advisory Services’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-483
| Closed | -$235K | – | 326 |
|
|
2024
Q4 | $235K | Buy |
483
+80
| +20% | +$38.9K | 0.01% | 274 |
|
|
2024
Q3 | $236K | Buy |
+403
| New | +$236K | 0.01% | 257 |
|
|
2024
Q2 | – | Sell |
-484
| Closed | -$220K | – | 299 |
|
|
2024
Q1 | $220K | Buy |
+484
| New | +$220K | 0.01% | 260 |
|
|
2023
Q2 | – | Sell |
-464
| Closed | -$219K | – | 260 |
|
|
2023
Q1 | $219K | Hold |
464
| – | – | 0.01% | 223 |
|
|
2022
Q4 | $226K | Buy |
+464
| New | +$226K | 0.01% | 225 |
|
|
2017
Q3 | – | Sell |
-3,113
| Closed | -$864K | – | 129 |
|
|
2017
Q2 | $864K | Buy |
3,113
+340
| +12% | +$94.4K | 0.19% | 53 |
|
|
2017
Q1 | $742K | Buy |
2,773
+180
| +7% | +$48.2K | 0.18% | 55 |
|
|
2016
Q4 | $648K | Sell |
2,593
-952
| -27% | -$238K | 0.16% | 58 |
|
|
2016
Q3 | $850K | Sell |
3,545
-177
| -5% | -$42.4K | 0.22% | 34 |
|
|
2016
Q2 | $924K | Buy |
3,722
+98
| +3% | +$24.3K | 0.25% | 31 |
|
|
2016
Q1 | $803K | Buy |
3,624
+298
| +9% | +$66K | 0.23% | 33 |
|
|
2015
Q4 | $722K | Buy |
3,326
+573
| +21% | +$124K | 0.21% | 38 |
|
|
2015
Q3 | $571K | Buy |
2,753
+751
| +38% | +$156K | 0.19% | 44 |
|
|
2015
Q2 | $372K | Buy |
2,002
+613
| +44% | +$114K | 0.12% | 79 |
|
|
2015
Q1 | $282K | Buy |
+1,389
| New | +$282K | 0.09% | 86 |
|